Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) trades at $29.92. Fidelity Advisor Mid Cap II Fund Class Z is a mutual fund focused on long-term capital growth by investing in mid-sized companies. Market cap: $1.72B, Sector: Financial services.
Price as of Jul 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for FZAMX: FZAMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FZAMX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FZAMX: 2/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) Financial Services Profile
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) seeks long-term capital growth by investing primarily in mid-cap companies, mirroring the Russell Midcap® Index and S&P MidCap 400® Index. The fund diversifies across domestic and foreign issuers, employing both growth and value investment strategies within the asset management sector.
What Is the Investment Thesis for FZAMX?
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) presents a focused investment in the mid-cap equity space, with a beta of 1.16 indicating moderate volatility relative to the market. The fund's strategy of investing at least 80% of its assets in companies mirroring the Russell Midcap® Index and S&P MidCap 400® Index provides targeted exposure to this segment. A key value driver is the fund's dual approach of utilizing both growth and value stock strategies, allowing it to adapt to different market conditions. The fund's ability to invest in both domestic and foreign issuers offers diversification benefits. However, the absence of a dividend yield may deter income-focused investors. The fund's performance will likely be influenced by the overall health of the mid-cap market and the effectiveness of its stock selection process.
Based on FMP financials and quantitative analysis
FZAMX Key Highlights
- The fund focuses on long-term capital growth, aligning with investors seeking appreciation over time.
- Invests at least 80% of assets in mid-cap companies, mirroring the Russell Midcap® Index and S&P MidCap 400® Index, providing targeted market exposure.
- Employs both growth and value stock strategies, offering flexibility in varying market conditions.
- Invests in both domestic and foreign issuers, diversifying geographically.
- The fund has a beta of 1.16, indicating moderate volatility compared to the broader market.
Who Are FZAMX's Competitors?
FZAMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DMIDX BNY Mellon MidCap Index Fund Class I | $30.43 | -0.81% | $1.34B | 44 |
| DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund Class I | $48.91 | -0.20% | $1.36B | 44 |
| FLCCX Fidelity Advisor Large Cap Fund Class C | $45.07 | +0.92% | $1.73B | 46 |
| FZADX Fidelity Advisor Dividend Growth Z | $25.41 | +0.75% | $1.51B | 46 |
| GCMAX Goldman Sachs Mid Cap Value Fund Class A | $39.69 | -0.82% | $1.76B | 44 |
| GCMG GCM Grosvenor Inc. | $12.80 | -0.78% | $2.39B | 93 |
| FSENX Fidelity Select Portfolios - Energy Portfolio | $83.35 | +1.24% | $2.40B | 69 |
| AOD Abrdn Total Dynamic Dividend Fund | $10.60 | +0.95% | $1.12B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FZAMX's Key Strengths?
- Experienced management team with expertise in mid-cap equities.
- Diversified investment approach with both growth and value strategies.
- Access to Fidelity Investments' extensive research resources.
- Focus on long-term capital growth.
What Are FZAMX's Weaknesses?
- Fund performance is subject to market volatility.
- Absence of dividend yield may deter income-focused investors.
- Reliance on mid-cap equity performance.
- Management fees can impact overall returns.
What Could Drive FZAMX Stock Higher?
- Continued growth in the mid-cap equity market.
- Successful implementation of growth and value stock strategies.
- Effective diversification across domestic and foreign issuers.
What Are the Key Risks for FZAMX?
- Economic downturns can negatively impact mid-cap companies.
- Increased competition from other asset management firms.
- Changes in interest rates can affect market valuations.
- Market volatility can impact fund performance.
What Are the Growth Opportunities for FZAMX?
- Expansion into Emerging Markets: The fund can explore increasing its allocation to mid-cap companies in emerging markets. These markets often offer higher growth potential compared to developed economies, although they also come with increased risk. By carefully selecting companies with strong fundamentals and growth prospects in these regions, the fund could enhance its returns. This strategy aligns with the increasing globalization of financial markets and the growing importance of emerging economies in the global economy. The timeline for significant impact would be 3-5 years.
- Increased Focus on Sustainable Investing: Integrating ESG (Environmental, Social, and Governance) factors into the investment process can attract a growing segment of investors focused on sustainable investing. By identifying and investing in mid-cap companies with strong ESG profiles, the fund can enhance its reputation and attract new capital. This strategy aligns with the increasing awareness of environmental and social issues and the growing demand for responsible investment options. The timeline for significant impact would be 2-4 years.
- Leveraging Technology for Enhanced Stock Selection: Utilizing advanced data analytics and artificial intelligence (AI) to improve stock selection can provide a competitive edge. By analyzing vast amounts of data and identifying patterns and trends, the fund can make more informed investment decisions and potentially generate higher returns. This strategy aligns with the increasing adoption of technology in the financial industry and the growing availability of data. The timeline for significant impact would be 1-3 years.
- Developing Thematic Investment Strategies: Creating specialized funds focused on specific themes, such as technology, healthcare, or renewable energy, can attract investors seeking targeted exposure to these sectors. By identifying and investing in mid-cap companies that are leaders in these thematic areas, the fund can capitalize on emerging trends and generate attractive returns. This strategy aligns with the increasing specialization of the financial industry and the growing demand for niche investment products. The timeline for significant impact would be 2-5 years.
- Enhancing Investor Education and Communication: Providing investors with clear and informative materials about the fund's strategy, performance, and outlook can build trust and attract new capital. By actively communicating with investors through various channels, such as webinars, newsletters, and social media, the fund can enhance its brand and strengthen its relationships with its clients. This strategy aligns with the increasing importance of transparency and communication in the financial industry. The timeline for significant impact would be 1-2 years.
What Opportunities Does FZAMX Have?
- Expansion into emerging markets.
- Increased focus on sustainable investing (ESG).
- Leveraging technology for enhanced stock selection.
- Developing thematic investment strategies.
What Threats Does FZAMX Face?
- Economic downturns can negatively impact mid-cap companies.
- Increased competition from other asset management firms.
- Changes in interest rates can affect market valuations.
- Regulatory changes can impact investment strategies.
What Are FZAMX's Competitive Advantages?
- Established Brand: Fidelity Investments has a strong brand reputation and a long history in the asset management industry.
- Experienced Management Team: The fund is managed by experienced investment professionals with expertise in mid-cap equities.
- Extensive Research Capabilities: Fidelity Investments has extensive research resources to support its investment decisions.
What Does FZAMX Do?
Fidelity Advisor Mid Cap II Fund Class Z is designed for investors seeking long-term capital appreciation. Established as part of the Fidelity Investments family, the fund focuses on investing in securities of companies with medium market capitalizations. These are generally companies whose market caps align with those included in the Russell Midcap® Index or the S&P MidCap 400® Index. The fund invests at least 80% of its assets in these mid-cap companies, providing a targeted approach to this segment of the market. The fund's primary investment vehicle is common stock, reflecting a focus on equity-based growth. While primarily focused on mid-cap stocks, the fund retains the flexibility to invest in companies with smaller or larger market capitalizations, allowing for opportunistic adjustments based on market conditions. The fund also invests in both domestic and foreign issuers, providing geographical diversification. Investment decisions are made using both growth and value stock strategies, allowing the fund to adapt to varying market environments and capitalize on different investment opportunities. This blended approach aims to balance risk and return, seeking consistent long-term growth for its investors. As of 2026, the fund manages $1.80 billion in assets.
What Products and Services Does FZAMX Offer?
- Invests primarily in common stocks of mid-sized companies.
- Targets companies with market capitalizations similar to those in the Russell Midcap® Index or the S&P MidCap 400® Index.
- Utilizes both growth and value stock investment strategies.
- Invests in both domestic and foreign issuers.
- Seeks long-term growth of capital for its investors.
- Manages a portfolio of diversified assets within the mid-cap equity space.
How Does FZAMX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to outperform its benchmark indices (Russell Midcap® Index and S&P MidCap 400® Index) to attract and retain investors.
- Employs a team of investment professionals to research and select securities for the fund's portfolio.
What Industry Does FZAMX Operate In?
Fidelity Advisor Mid Cap II Fund Class Z operates within the asset management industry, which is characterized by a diverse range of investment vehicles and strategies. The industry is influenced by market trends, economic conditions, and regulatory changes. Competition is intense, with numerous firms offering similar mid-cap focused funds. The fund's success depends on its ability to deliver competitive returns and attract investors seeking exposure to the mid-cap segment. As of 2026, the asset management industry continues to experience growth, driven by increasing investor demand for diversified investment solutions.
Who Are FZAMX's Key Customers?
- Individual investors seeking long-term capital growth.
- Financial advisors looking for mid-cap equity exposure for their clients.
- Institutional investors seeking diversified investment strategies.
FZAMX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team with expertise in mid-cap equities.
- Diversified investment approach with both growth and value strategies.
- Access to Fidelity Investments' extensive research resources.
- Focus on long-term capital growth.
Bear Case
- Fund performance is subject to market volatility.
- Absence of dividend yield may deter income-focused investors.
- Reliance on mid-cap equity performance.
- Management fees can impact overall returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
FZAMX Latest News
No recent news available for FZAMX.
FZAMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FZAMX.
Price Targets
Wall Street price target analysis for FZAMX.
FZAMX MoonshotScore
What does this score mean?
The MoonshotScore rates FZAMX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
FZAMX Financial Services Stock FAQ
What does Fidelity Advisor Mid Cap II Fund Class Z do?
Fidelity Advisor Mid Cap II Fund Class Z is a mutual fund that seeks long-term capital growth by investing primarily in mid-sized companies. The fund invests at least 80% of its assets in companies with market capitalizations similar to those in the Russell Midcap® Index or the S&P MidCap 400® Index.
What are the main risks for FZAMX?
The main risks for FZAMX include market volatility, which can impact the value of its investments in mid-cap companies. Economic downturns can negatively affect the performance of mid-cap companies, leading to lower returns for the fund. Increased competition from other asset management firms can put pressure on management fees and impact profitability.
How does Fidelity Advisor Mid Cap II Fund Class Z make money in financial services?
Fidelity Advisor Mid Cap II Fund Class Z generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's total assets under management (AUM). The fund charges these fees to cover the costs of managing the fund, including research, trading, and administrative expenses.
How sensitive is FZAMX to interest rate changes?
FZAMX, as a fund primarily investing in mid-cap equities, is indirectly sensitive to interest rate changes. Rising interest rates can lead to increased borrowing costs for companies, potentially impacting their profitability and growth prospects. This can negatively affect the stock prices of mid-cap companies held by the fund.
What are the key factors to evaluate for FZAMX?
Evaluate FZAMX on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does FZAMX data refresh on this page?
FZAMX's price was last updated on Jul 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FZAMX's recent stock price performance?
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced management team with expertise in mid-cap equities. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FZAMX overvalued or undervalued right now?
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for FZAMX, limiting comprehensive insights.
- Financial data based on available information as of 2026-03-17.